Trust Tax Services

Assist your family with accounting, planning, and tax return preparation services.

• Prepare trust returns for estates and families
• Prepare trust slips (T3s and summary)
• Allocate taxable income to beneficiaries
• File foreign property reporting and tax elections
• Correspond with tax authorities
• Record capital receipts and disbursements
• Record revenue receipts and disbursements

We also offer Personal Tax Services and Corporate Tax Services.

(Tax preparation services are only available to clients who engage us on an ongoing basis for Integrated Financial Planning.)